The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALTRA INDL MOTION CORP | COM | 02208R106 | 65,567 | 2,057,964 | SH | DFND | 1 | 2,057,964 | 0 | 0 | |
| ARMSTRONG WORLD INDS INC | COM | 04247X102 | 95,522 | 1,225,270 | SH | DFND | 1 | 1,225,270 | 0 | 0 | |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 99,488 | 4,477,406 | SH | DFND | 1 | 4,477,406 | 0 | 0 | |
| CHAMPIONX CORPORATION | COM | 15872M104 | 64,442 | 6,602,696 | SH | DFND | 1 | 6,602,696 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 59,794 | 341,776 | SH | DFND | 1 | 341,776 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 98,213 | 1,241,006 | SH | DFND | 1 | 1,241,006 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 15,828 | 200,000 | SH | Put | DFND | 1 | 200,000 | 0 | 0 |
| ELEMENT SOLUTIONS INC | COM | 28618M106 | 105,838 | 9,754,682 | SH | DFND | 1 | 9,754,682 | 0 | 0 | |
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 10,664 | 505,639 | SH | DFND | 1 | 505,639 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 103,735 | 2,998,122 | SH | DFND | 1 | 2,998,122 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 106,908 | 2,104,067 | SH | DFND | 1 | 2,104,067 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 63,000 | 857,723 | SH | DFND | 1 | 857,723 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 29,380 | 400,000 | SH | Put | DFND | 1 | 400,000 | 0 | 0 |
| IAA INC | COM | 449253103 | 74,127 | 1,921,880 | SH | DFND | 1 | 1,921,880 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 113,777 | 8,268,678 | SH | DFND | 1 | 8,268,678 | 0 | 0 | |
| MERCER INTL INC | COM | 588056101 | 51,348 | 6,292,653 | SH | DFND | 1 | 6,292,653 | 0 | 0 | |
| MUELLER INDS INC | COM | 624756102 | 44,873 | 1,688,241 | SH | DFND | 1 | 1,688,241 | 0 | 0 | |
| NUVERRA ENVIRONMENTAL SOLUTI | COM PAR | 67091K302 | 16,372 | 7,056,917 | SH | DFND | 1 | 7,056,917 | 0 | 0 | |
| OTIS WORLDWIDE CORP | COM | 68902V107 | 135,939 | 2,390,769 | SH | DFND | 1 | 2,390,769 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 100,693 | 305,611 | SH | DFND | 1 | 305,611 | 0 | 0 | |
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 114,185 | 3,199,356 | SH | DFND | 1 | 3,199,356 | 0 | 0 | |
| VICI PPTYS INC | COM | 925652109 | 146,701 | 7,266,020 | SH | DFND | 1 | 7,266,020 | 0 | 0 | |
| VISTA OUTDOOR INC | COM | 928377100 | 60,778 | 4,206,084 | SH | DFND | 1 | 4,206,084 | 0 | 0 | |
| WABTEC | COM | 929740108 | 117,685 | 2,044,214 | SH | DFND | 1 | 2,044,214 | 0 | 0 | |
| WELBILT INC | COM | 949090104 | 24,990 | 4,103,383 | SH | DFND | 1 | 4,103,383 | 0 | 0 | |
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 79,735 | 1,870,824 | SH | DFND | 1 | 1,870,824 | 0 | 0 | |